401(k) · DOL Form 5500 · 2023

Francis L. Dean & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
35
Participants Small participant base
55th
Percentile by assets National rank
$237,793
Avg per participant Above avg balance/head
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Official DOL plan name: Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust · Sponsored by Francis L. Dean & Associates, LLC · Illinois · Finance & Insurance

$8M in assets, 35 participants

Francis L. Dean & Associates, LLC's Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust reported $8M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 55th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,507 in Finance & Insurance (8,869 peers)

Francis L. Dean & Associates, LLC multi-year trail

Francis L. Dean & Associates, LLC's plans moved +42.2% in assets from 2022 to 2024; this filing shows Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust at $8M / 35 participants.

#3,507
in Finance & Insurance (8,869 peers)
+21.9%
assets growth YoY

Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,322,745 Top 45% higher than 55% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust reported participants rose from 30 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 261918036 · Francis L. Dean & Associates, LLC PY 2023 · 401(k)

Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust · $8M · 35 · 55th

  • BOY $8M
  • SCH 35
  • EBSA 55th
  • PART 401(k)
  • TYPE near Safe-Harbor 403(b) Thrift Plan for the Arc of Monmouth, Inc.
  • NET ind #3507

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Illinois →

Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust in the asset neighbourhood

Francis L. Dean & Associates, LLC Profit Sharing Plan and TrustFrancis L. Dean & Associates…$8MSafe-Harbor 403(b) Thrift Plan for the Arc of Monmouth, Inc.Safe-Harbor 403(b) Thrift Pl…$8MAem, Inc. 401(k) Savings Plan$8MCrossroads Rhode Island 401(k) Retirement PlanCrossroads Rhode Island 401(…$8M403(b) Thrift Plan of Lakes & Prairies Community Action Partnership, Inc.403(b) Thrift Plan of Lakes …$8M
End-of-year total assets ($M) among Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Francis L. Dean & Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Francis L. Dean & Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 42.210243527198564% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.83M $9.71M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 30 $7M
2023 1 35 $8M
2024 1 32 $10M

Francis L. Dean & Associates, LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN261918036
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust, Total assets ($B): 0.008322745 · Participants: 35Francis L. Dean & Associates, LLC Profit Sharing Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust side-by-side with 3 peers →

Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Safe-Harbor 403(b) Thrift Plan for the Arc of Monmouth, Inc. in NJ ($8M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust assets move in 2023? ▼
Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust grew sharply - up 21.9% during 2023, from $7M to $8M. Reported net income was $1M.
How have Francis L. Dean & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Francis L. Dean & Associates, LLC's sponsor-wide assets grew 42.2%, from $7M to $10M.
Which 401(k) plans are similar in size to Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Safe-Harbor 403(b) Thrift Plan for the Arc of Monmouth, Inc. in NJ ($8M, 461 participants).
Which 401(k) plans cover a similar participant headcount to Francis L. Dean & Associates, LLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261918036.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.